Job Description
Join our award-winning tax team in Chula Vista as a Tax Associate and accelerate your career in finance! We're seeking a detail-oriented professional to support high-net-worth individuals and small businesses with comprehensive tax planning and compliance. Enjoy competitive compensation, hybrid work flexibility, and industry-leading training in a collaborative environment.
Responsibilities
- Prepare and file federal, state, and local tax returns for diverse client portfolios
- Conduct tax research and ensure compliance with IRS regulations
- Develop strategic tax-saving opportunities through proactive planning
- Collaborate with audit teams to resolve tax discrepancies
- Maintain accurate client records using ProSystem fx and CCH software
- Present complex tax concepts clearly to non-financial stakeholders
Qualifications
- Bachelor's degree in Accounting, Finance, or related field
- 2+ years of tax preparation experience (CPA/EA candidates preferred)
- Proficiency in tax software (ProSystem fx, Lacerte, or UltraTax)
- Deep understanding of IRS code and California tax regulations
- Exceptional analytical and problem-solving abilities
- Strong written and verbal communication skills